Conversations with Jaguars – December 11 ($ZDGE, $IAC, $CALX, $NTDOY)


The things my team discovers sometimes surprise me. I did not realize there was a publicly traded company that sells ringtones for cell phones. Stock is $ZDGE that reported +214% YoY growth rate yesterday. $IAC provided its November metrics and every business segment is showing an accelerating growth rate, particularly Dotdash which is a display advertising business. $CALX with another great technical setup for breakout, name that’s up +70% since Jay covered it back in July in Weekend Research. A detailed fundamental and technical look at Nintendo $NTDOY and you might be surprised to hear that it is selling even better than newly released XBox and PS5. Chart sets up for a breakout.